Lishengpharma(002393)

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自选股财报季|力生制药业绩会实录:公司将持续完善原料药-制剂一体化布局
Quan Jing Wang· 2025-06-09 04:25
Core Viewpoint - The company is actively enhancing its market value through various strategies, including mergers and acquisitions, value management tools, and consistent cash dividends to shareholders, resulting in a significant increase in market capitalization and stock price [2][4]. Group 1: Value Management and Market Performance - The company has focused on value creation, operational management, communication, and realization to enhance its market value [2]. - The company has acquired Jiangxi Qingshunkangyuan Pharmaceutical and established an industrial fund, which has contributed to revitalizing underperforming assets [2]. - From early April to the end of May, the company's market value increased by over 13%, and as of June 4, the stock price reached a six-year high [2]. Group 2: Strategic Focus and Industry Positioning - The company is concentrating on its core business and optimizing its industrial layout, with a dual-driven development model of "industry + capital" [3]. - The company is committed to enhancing its core competitiveness and has developed a systematic plan to improve the quality of the listed company [3]. Group 3: Innovation and R&D Investments - The company is actively engaged in innovative drug research and development, employing a strategy of "internal growth and external introduction" [4][9]. - In 2024, the company's R&D investment reached 127 million yuan, a year-on-year increase of 21.56%, with the number of R&D personnel rising to 354 [4]. - The company has achieved drug registration certificates for high-end generic drugs and is collaborating with the Chinese Academy of Sciences on projects in synthetic biology [4][9]. Group 4: Financial Management and Shareholder Returns - The company distributed 89.69 million yuan in dividends for the 2024 fiscal year and is open to mid-year dividend announcements based on performance [6][11]. - The company has a cash reserve of 1.9 billion yuan and is utilizing idle funds for stable financial investments while planning for strategic investments and new product development [7][10]. - The company completed a stock buyback from December 25, 2024, to January 9, 2025, repurchasing 7,209,980 shares, which is 2.80% of the total share capital [12][20].
力生制药首个分散片剂型新产品获批
Zheng Quan Shi Bao Wang· 2025-06-06 09:29
Core Viewpoint - The approval of Ticagrelor dispersible tablets by the National Medical Products Administration marks a significant milestone for the company, enhancing its product portfolio and business expansion opportunities [1][2]. Group 1: Product Approval and Significance - The company has received approval for Ticagrelor dispersible tablets, becoming the third domestic company to obtain such approval under the new chemical drug registration classification, which is equivalent to passing the consistency evaluation [1]. - This approval is the company's first for a dispersible tablet formulation, indicating a strategic move to diversify its product offerings [1]. Group 2: Research and Development Achievements - The company has established a key laboratory platform in Tianjin for the research of high-end formulations, leading to the successful development of a rapid disintegration formulation of Ticagrelor [2]. - The bioequivalence tests demonstrated that the product is equivalent to the original formulation in both fasting and postprandial states, ensuring safety and efficacy [2]. Group 3: Strategic Initiatives and Market Potential - Since 2020, the company has aggressively pursued new product development and has achieved breakthroughs in drug procurement, with multiple products receiving new registration certificates [2]. - The approval of Ticagrelor dispersible tablets is a critical step in the company's "raw material + formulation" strategy, aiming for a comprehensive breakthrough in the cardiovascular treatment sector, which is expected to open new market opportunities and profit growth [2].
力生制药替格瑞洛分散片获批上市 心脑血管治疗领域实现“原料自主化+剂型差异化+生产规模化”全链条突破
Quan Jing Wang· 2025-06-06 08:18
Core Viewpoint - The approval of the Ticagrelor dispersible tablets by the National Medical Products Administration marks a significant milestone for the company, enhancing its product portfolio and expanding its business scope in the cardiovascular field [1][3]. Group 1: Product Approval and Market Impact - The company received the drug registration certificate for Ticagrelor dispersible tablets (90mg), making it the third domestic generic drug approved under the new chemical drug registration classification [1]. - The market for oral anticoagulants in core hospitals in China exceeded RMB 10 billion in 2023, indicating a substantial market opportunity for Ticagrelor dispersible tablets, which are classified as a Category B product under national medical insurance [3]. - The sales figures for Ticagrelor in China are projected to be RMB 1.151 billion in 2022, RMB 1.050 billion in 2023, and RMB 1.174 billion in 2024, reflecting a stable market demand [3]. Group 2: Research and Development - The company has invested significantly in R&D, with a budget of RMB 127 million for 2024, representing a 20% increase from the previous year, and maintaining a research intensity of over 7% in recent years [3]. - The successful development of the Ticagrelor dispersible tablet involved rigorous testing and the establishment of strict quality standards, achieving bioequivalence with the original formulation [2]. - The company has been proactive in its R&D efforts since 2020, with multiple products, including Ticagrelor, receiving drug registration certificates and passing consistency evaluations [4]. Group 3: Strategic Positioning - The approval of Ticagrelor dispersible tablets is a key step in the company's "raw material + formulation" strategy, indicating a comprehensive breakthrough in the cardiovascular treatment sector [4]. - The company aims to enhance its core competitiveness through continuous innovation and strategic positioning, focusing on both industrial and capital-driven development [3][4]. - Future plans include deepening the synergy between R&D and industrialization to provide accessible quality medications for patients while creating long-term value for investors [4].
力生制药:替格瑞洛分散片通过上市许可申请
news flash· 2025-06-06 07:48
Core Viewpoint - The announcement indicates that the company has received a drug registration certificate from the National Medical Products Administration for Ticagrelor dispersible tablets (90mg), which has been approved for market licensing. This drug is intended for use in patients with acute coronary syndrome or a history of myocardial infarction, along with at least one high-risk factor for atherosclerotic thrombotic events, to reduce the incidence of cardiovascular death, myocardial infarction, and stroke [1] Company Impact - The launch of Ticagrelor dispersible tablets will enhance the company's product line for treating circulatory system diseases, thereby increasing its market competitiveness [1] - The introduction of this drug is expected to have a positive impact on the company's future operating performance [1]
力生制药(002393) - 关于药品替格瑞洛分散片通过上市许可申请的公告
2025-06-06 07:45
证券代码:002393 证券简称:力生制药 公告编号:2025-041 天津力生制药股份有限公司 关于药品替格瑞洛分散片通过上市许可申请的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 一、概况 近日,天津力生制药股份有限公司(以下简称"本公司")收到国家药品监督管理 局颁发的关于替格瑞洛分散片(以下简称"该药品")90mg规格的《药品注册证书》 (批件编号:2025S01585),该药品通过药品上市许可申请。 二、该药品的基本情况 药品名称:替格瑞洛分散片 原药品批准文号:无 申请内容:上市许可申请 受理号:CYHS2303673 审批结论:通过上市许可申请 三、该药品的相关信息 替格瑞洛分散片适应症: 本品与阿司匹林合用,用于急性冠脉综合征(ACS)患者或有心肌梗死病史且伴有至 少一种动脉粥样硬化血栓形成事件高危因素(见临床试验 PEGASUS研究)的患者,降低 心血管死亡、心肌梗死和卒中的发生率。 剂型:片剂 规格:90mg 注册分类:化学药品 药品生产企业:天津力生制药股份有限公司 至少在ACS发病后最初12 ...
市值两月暴涨近2成,资本市场重估力生制药
Xin Lang Cai Jing· 2025-06-04 05:40
Core Viewpoint - Recently, the stock price of Lisheng Pharmaceutical has surged, with a market value increase of over 20% in just two months from early April to early June [1] Group 1: Company Developments - Lisheng Pharmaceutical received notification from Tianjin Tianshili Biopharmaceutical Group Co., Ltd. regarding the completion of the transfer of Tianshili Pharmaceutical Group shares to China Resources Sanjiu Medical & Pharmaceutical Co., Ltd. and Guoxin Investment Co., Ltd. [1] - The transfer of 28% of Tianshili shares to China Resources Sanjiu was completed in the first quarter of this year, which is expected to enhance the asset value of Lisheng Pharmaceutical [1] - The new management team initiated internal reforms after taking office in 2022, significantly improving operational vitality [2] Group 2: Financial Performance - The recent surge in Lisheng Pharmaceutical's stock is linked to a substantial increase in investment income, with a planned cash dividend of 304 million yuan for its subsidiary, Central Pharmaceutical [4] - The company’s net profit after deducting non-recurring items is projected to reach 430 million yuan this year, marking a historical high [7] - The cash on hand for Lisheng Pharmaceutical reached 2.118 billion yuan at the end of the first quarter, with a low debt level and an asset-liability ratio of only 16.39% [18] Group 3: Market Position and Valuation - The A-share pharmaceutical sector has seen a 7.57% increase since April, with Lisheng Pharmaceutical outperforming the industry with a 16.4% rise [2] - The company’s current price-to-book ratio is only 1.08, indicating potential for valuation improvement as investment income rises [8] - The stock's dividend yield has exceeded 4%, and if the dividend payout ratio remains at 48.61%, the total dividend this year could surpass 200 million yuan, setting a new record [16][18] Group 4: Strategic Initiatives - Lisheng Pharmaceutical has implemented a comprehensive reform strategy across five areas: mechanism, product, technology, marketing, and business model [13] - The company has established a dual-driven strategy of "industry + capital," focusing on both internal growth and external acquisitions [15] - A new round of stock incentive plans has been introduced, aiming to maintain high cash dividend levels while aligning with performance targets [16]
力生制药(002393) - 关于子公司中央药业药品头孢克洛缓释片通过仿制药一致性评价的公告
2025-05-26 11:01
关于子公司中央药业药品头孢克洛缓释片 证券代码:002393 证券简称:力生制药 公告编号:2025-040 天津力生制药股份有限公司 通过仿制药一致性评价的公告 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整,公告不 存在虚假记载、误导性陈述或者重大遗漏。 一、概况 近日,天津力生制药股份有限公司(以下简称"本公司")的子公司天津市中央药业有限 公司(以下简称"中央药业")收到国家药品监督管理局颁发的关于头孢克洛缓释片(以下简 称"该药品")0.375g规格的《药品补充申请批准通知书》(通知书编号:2025B02118),该 药品通过仿制药质量和疗效一致性评价。 二、该药品的基本情况 药品名称:头孢克洛缓释片 剂型:片剂 规格:0.375g 注册分类:化学药品 药品生产企业:天津市中央药业有限公司 原批准文号:国药准字H20010733 受理号:CYHB2350764 审批结论:通过仿制药质量和疗效一致性评价 三、该药品的相关信息 头孢克洛缓释片,适应症为: 头孢克洛缓释片适用于敏感病原菌所致的下列感染: 急性支气管炎和慢性支气管炎急性发作:肺炎链球菌、流感嗜血杆菌(包括产β-内酰胺 酶菌株 ...
力生制药:子公司中央药业头孢克洛缓释片通过仿制药一致性评价
news flash· 2025-05-26 10:58
Core Viewpoint - The announcement indicates that Lifesun Pharmaceutical's subsidiary, Central Pharmaceutical, has successfully passed the consistency evaluation for the generic drug Cefaclor sustained-release tablets 0.375g, which is beneficial for enhancing market competitiveness [1] Group 1: Product Information - The Cefaclor sustained-release tablets are indicated for the treatment of various conditions including acute bronchitis, acute exacerbation of chronic bronchitis, pneumonia, pharyngitis, tonsillitis, sinusitis, uncomplicated lower urinary tract infections, and skin soft tissue infections [1] Group 2: Market Impact - The company believes that passing the consistency evaluation will improve its market competitiveness; however, the sales performance of the product may be influenced by changes in the market environment, leading to uncertainty [1]
力生制药(002393) - 关于举办2024年度报告网上业绩说明会的通知
2025-05-26 08:00
公司定于2025年06月04日(周三)下午15:00~17:00在全景网举办2024年度业绩说明 会,本次年度业绩说明会将采用网络远程方式举行,投资者可登陆全景网"投资者关系互动 平台"(http://ir.p5w.net)参与本次年度业绩说明会。 出席本次说明会的人员有:董事长张平先生、独立董事方建新先生、财务总监王家颖先 生、董事会秘书马霏霏女士。 为充分尊重投资者、提升交流的针对性,现就公司2024年度业绩说明会提前向投资者公 开征集问题,广泛听取投资者的意见和建议。投资者可于2025年06月03日(周二)15:00前 访问http://ir.p5w.net/zj/,或扫描下方二维码,进入问题征集专题页面。敬请广大投资者通过 全景网系统提交您所关注的问题,便于公司在业绩说明会上对投资者普遍关注的问题进行回 答,提升此次业绩说明会的针对性。此次活动交流期间,投资者仍可登陆活动界面进行互动 提问。 欢迎广大投资者积极参与本次网上说明会。 证券代码:002393 证券简称:力生制药 公告编号:2025-039 天津力生制药股份有限公司 关于举办2024年度报告网上业绩说明会的通知 本公司及其董事、监事、高级管 ...
力生制药获得子公司现金分红3亿元 ESG评级更新为“A”级
Zheng Quan Shi Bao Wang· 2025-05-23 04:50
Core Insights - Lisheng Pharmaceutical (002393) announced that its wholly-owned subsidiary, Central Pharmaceutical Co., Ltd., will receive a cash dividend of 304 million yuan from its 12.15% stake in Tian Shili Biopharmaceutical Group, positively impacting the company's 2025 operating performance [2] - In 2024, Lisheng Pharmaceutical achieved a revenue of 1.336 billion yuan and a net profit of 103 million yuan after deducting non-recurring items [2] - The company is recognized as a national high-tech enterprise and has been included in the "Science and Technology Reform Demonstration Enterprise" list by the State-owned Assets Supervision and Administration Commission [2] R&D and Product Development - Lisheng Pharmaceutical has maintained a research and development intensity of over 7% in recent years, with a record number of approvals for new products: 6 in 2022, 4 in 2023, and 16 in 2024 [3] - The company is expanding its "raw materials + formulations" integrated advantage, focusing on developing raw materials with technical barriers to complement its formulations and enhance overall competitiveness [3] - In 2024, five raw materials, including Perindopril tert-butylamine salt and Apixaban, received approval, and the company also received a listing application approval for Voriconazole raw material from the National Medical Products Administration [3] Sustainability and ESG Performance - Lisheng Pharmaceutical is recognized as a national green factory, adhering to principles of safety, health, and sustainable development, with a focus on energy conservation, emission reduction, and resource recycling [3] - The company has actively worked on non-hazardous raw materials, clean production, waste resource utilization, and low-carbon energy initiatives [3] - Lisheng Pharmaceutical received an "A" rating in its ESG assessment from Wind Information, reflecting its excellent performance and practices in environmental, social, and governance aspects [3]